Find the right plan for your firm to unlock optimal value

Our credit-based pricing aligns cost with usage, so you only pay for what you need.
Product Usage Pricing
SOC Toolkits
5
credits per use.
Recordkeeper Workpapers
14
credits per use.
Payroll Reports
14
credits per use.
Topaz
1-49 credits
$75
per credit
Perfect for firms getting started.
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Sapphire
50-199 credits
$68
per credit
Save 9%
Great for growing practices.
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Ruby
200-449 credits
$62
per credit
Save 17%
Ideal for established firms.
Talk to Sales
Diamond+
450+ credits
Custom
Contact for pricing.
Custom solutions for large firms.
What's Included in Every Plan
All tiers include the same comprehensive features and support.
check SOC Toolkit Access
check Dedicated Customer Success Manager
check Phone and Email Support
check Recordkeeper Workpaper Access
check Custom Onboarding
check Training Documentation for Staff & Clients
check Payroll Report Access
check Quality Assurance
check SLA Guarantees